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Beekman Investment Advisors, LLC

● SEC registered since 2015CRD 163519SEC# 801-81180New York, NY
Export (members)
Ranks #2,924 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.06B
Fund GAV
$1.06B
Private funds
9
Employees
12
Accounts
9
Location
New York, NY

Beekman Investment Advisors, LLC assets under management

Beekman Investment Advisors, LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2015. It reports $1.1 billion in regulatory assets under management and employs 12 people. Beekman Investment Advisors, LLC manages 9 private funds with combined gross assets of $1.1 billion, including Beekman Investment Partners Iv-A, LP. By regulatory assets, it ranks 2,924 of 6,004 private fund managers.

Beekman Investment Advisors, LLC private funds

9 funds · $1.06B GAV
FundTypeGross assetsMin.
Beekman Investment Partners Iv-A, LPPrivate Equity$367.4M$5M
Beekman Investment Partners Iv-B, LPPrivate Equity$216.1M$5M
Beekman Investment Partners V-A, LPPrivate Equity$193.6M
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Beekman Investment Advisors, LLC owners & executives

4 reported
NameTitleOwnershipSince
James Henry Clippard ControlManaging DirectorUnder 5%2016
John Gabriele Troiano ControlCeo And Managing PartnerOver 75%2005
Jonathan Stephen Kelemen ControlManaging DirectorUnder 5%2025
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Frequently asked questions

How much does Beekman Investment Advisors, LLC manage?

Beekman Investment Advisors, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.

How many private funds does Beekman Investment Advisors, LLC manage?

Beekman Investment Advisors, LLC manages 9 private funds with combined gross assets of $1.1 billion.

How many employees does Beekman Investment Advisors, LLC have?

Beekman Investment Advisors, LLC reports 12 employees.

Where is Beekman Investment Advisors, LLC located?

Beekman Investment Advisors, LLC is based in New York, NY and has been SEC-registered since 2015.

Does Beekman Investment Advisors, LLC disclose fund performance?

Beekman Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address680 Fifth Avenue, 21st Floor, New York, NY 10019
Phone646-502-3300
Fax646-502-3333
Office hours8a.m. - 6p.m.
SEC regionNew York Regional Office (NYRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Regulatory AUM

$1.06B▼ 7%
Mar '25 — $1.14BApr '25 — $1.14BMay '25 — $1.14BJun '25 — $1.14BJul '25 — $1.14BAug '25 — $1.14BSep '25 — $1.14BOct '25 — $1.14BNov '25 — $1.14BDec '25 — $1.14BJan '26 — $1.14BFeb '26 — $1.14BMar '26 — $1.06BApr '26 — $1.06BMay '26 — $1.06BJun '26 — $1.06B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
AUM vs fund managersTop 49%
Larger than 51% of 6,004 private-fund managers
Number of fundsTop 27%
More funds than 73% of fund managers
EmployeesTop 35%
More than 65% of 16,825 advisers

Assets under management

$1.06Bregulatory AUM
Discretionary $1.06B

Fund type mix

Private Equity7
Other Private2

Service providers